Broker Check

Our Team

We at The Private Investment Group, Inc. believe that quality people make the difference.  We hire only “A” players.  Each of our advisors and staff, have attained a high level of success in the financial services industry prior to joining our firm.

Years of experience have taught us the value of a strong commitment to outstanding client service. Our service platform was designed with the needs of the high net worth client in mind.  Our goal is to leave our clients “delighted” with our service.  Our clients have rewarded our service by continually referring us new business.

Jack R. Bowman

President CCO

937-434-0500

937-428-9200

Born May 26, 1956, attended Wittenberg University, Springfield, Ohio.  Mr. Bowman holds the following licenses from the Financial Industry Regulatory Authority: Series 24 General Securities Principal, Series 7 General Securities Representative, Series 63 State Law Exam, Series 65 Uniform Investment Advisor Law Exam. Mr. Bowman is also licensed as a life, health and variable annuity representative with various insurance companies and in various states.   Prior to founding The Private Investment Group, Inc. in April of 1996, Mr. Bowman served as Associate Vice President for Morgan Stanley, Dayton Ohio from 11/93 to 4/96. From 4/89 to 11/93 Mr. Bowman served as a Financial Consultant with Merrill, Lynch, Pierce Fenner and Smith, Dayton, Ohio.  From 10/76 to 4/89 Mr. Bowman was an agent for Nationwide Insurance, specializing in pensions and estate planning.

Alfredo A. Sandoval

Vice-President

937-434-0500

937-428-9200

Born May 4, 1959, attended the United States Air Force Academy, Colorado Springs, Colorado, received a BS in Management and Engineering. Mr. Sandoval also earned his Masters in Business Administration in Finance and Marketing from Ohio State University, Columbus, Ohio. Mr. Sandoval is a member of the Coachella Valley Estate Planning Council and a Lt. Colonel in the United States Air Force Reserve - Air Force Academy Liaison Officer and member of the Air Force Academy’s Board of Visitors. Mr. Sandoval holds the following licenses from the Financial Industry Regulatory Authority: Series 7 General Securities Representative, Series 63 State Law Exam, Series 65 Uniform Investment Advisor Law Exam. Mr. Sandoval is also licensed as a life, health and variable annuity representative with various insurance companies and in various states. Prior to joining the firm in May of 2002, Mr. Sandoval served as Senior Vice President for Merrill, Lynch, Pierce, Fenner and Smith, 2/89 to 5/02.

Nick Schubeler

Chief Investment Officer

937-434-0500

937-428-9200

nick@tpiginc.com

Nick Schubeler joined The Private Investment Group in 2011 and serves as our Chief Investment Officer and Chief Compliance Officer.  Nick has over 17 years of experience in the areas of investment and financial services, with an emphasis on trading, stock analysis, and portfolio management.  His willingness to help others and passion for investments and economics are exhibited at the firm.          

Nick is a native of Dayton, Ohio and graduated from the University of Dayton with a Bachelor of Science in Business Administration with a double major in Finance and Economics. 

When away from the office Nick enjoys woodworking, golf, travel, and hiking. 

Cameron Bowman

Chief Financial Officer

937-434-0500

937-428-9200

cameron@tpiginc.com

Cameron Bowman is our CFO and Operations expert. He joined The Private Investment Group team in September of 2011 after attending Ohio University. He loves to work with clients to find solutions to problems.

Cameron is a Centerville native and acquired his bachelor’s degree in accounting from Ohio University in 2011.

When out of the office, Cameron enjoys computer games, riding in his car, and playing golf.

Deanna Cavallaro

Office Administrator

937-434-0500

937-428-9200

deanna@tpiginc.com

Deanna Cavallaro joined The Private Investment Group team in January of 2012 as the Office Administrator where her background in sales and customer service are utilized to help clients. She enjoys interacting and building relationships with our clients.

Deanna was born in Connecticut and relocated to Northeastern Ohio in her adolescence. She graduated from Ohio University in 2011 with a Bachelor of Science degree in Human and Consumer Sciences. During her time at Ohio University, Deanna also earned her sales certificate from the Ralph and Luci Schey Sales Centre. Located in the Ohio University College of Business, the Schey Sales Centre is one of the first and highest ranked college sales programs in the nation with a very selective acceptance process, where only one quarter of the applicants are accepted into the program.

In her free time, Deanna enjoys arts and crafts, gardening, hiking, and spending time with her friends and family.

Rachel Schubeler

Office Administrator

937-434-0500

937-428-9200

rachel@tpiginc.com

Rachel Schubeler is our Office Administrator. She joined The Private Investment Group team in March of 2020 with over 15 years of customer service and administrative experience. She enjoys working with multiple generations of families and people of all ages to help create a better financial future for themselves and their heirs. Each day brings new opportunities to connect with clients.

Rachel a native of Dayton, Ohio earned her Associate degree in Early Childhood Education from Sinclair Community College in 2007 and a Bachelor of Science degree in Organizational Leadership from Wright State University in 2011.

Outside of the office Rachel enjoys spending her time hiking, traveling, scrap booking, reading, & photography.